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Disclosery

OSAIC HOLDINGS, INC.: IR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on IR, newest first. How the timeline and the estimate are built.

OSAIC HOLDINGS, INC. held 43,425 IR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,425 shares
    Change vs previous 13F -7,564 shares

    <0.01% of the 13F portfolio, value $3,560,630.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,989 shares
    Change vs previous 13F +13,311 shares

    0.01% of the 13F portfolio, value $4,085,442.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,678 shares
    Change vs previous 13F -23,799 shares

    <0.01% of the 13F portfolio, value $2,985,076.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 61,477 shares
    Change vs previous 13F -2,064 shares

    0.01% of the 13F portfolio, value $5,017,201.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 63,541 shares
    Change vs previous 13F +8,343 shares

    0.01% of the 13F portfolio, value $5,263,070.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 55,198 shares
    Change vs previous 13F +4,642 shares

    0.01% of the 13F portfolio, value $4,417,592.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 50,556 shares
    Change vs previous 13F -8,579 shares

    0.01% of the 13F portfolio, value $4,409,827.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 59,135 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,804,700.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).